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Robert Barnes's avatar

I'm wondering if the pending regulatory streamlining for nuclear changes your opinion on any of those stocks?

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Paul Drake's avatar

A lot of pending regulatory changes turn out to be much ado about nothing. Ask me again when their are relevant legislated changes. Executive orders count for nothing here.

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dmh555's avatar

If ARE continues to fall, do you think management is steady enough to stay the course? IOW is the a there a chance (I know, I know, there's always a chance) that they'll cut the dividend in favor of buybacks?

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Paul Drake's avatar

Well indeed you never know. But these guys seem to be steady ship types. Still Boards really hate paying 10% so if the price gets below $53 for very long I will have some concern. Still I think the big thing to watch is occupancy.

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Julien Pervillé's avatar

Thanks Paul, I'm also eying ARE with greedily.

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Richard Ersted's avatar

"I did invest a bit this past week, moving into an oil midstream and an oil producer with large and secure distributions". Names or symbols? Apologies if I can find this elsewhere; as a new subscriber, not sure where to look?

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Paul Drake's avatar

For context, this newsletter goes to all subscribers, and I keep portfolio moves accessible only to paid subscribers like you. Go to https://focusedinvesting.substack.com/ and look at the last two Trade Alerts. I also survey the entire portfolio in my Monthly Updates. And annual subscribers get real-time access to my live portfolio.

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Richard Ersted's avatar

Got it; thanks!

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